Wall Street Breakfast

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).Episode transcripts: seekingalpha.com/wsbShow links: AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancementsUS-UK trade deal to increase access to billions of dollars of US products, Trump saysTrump suggests cutting China tariffs to 80%Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic revenue growth reflects wary U.S. traveler. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: PINS, AFRM, and moreNvidia to downgrade H20 chips for China after U.S. export restrictions - reportVanEck: If you’re worried you missed the gold rally, don’t be as it foresees further upsideTrump administration seeks tariff reductions and rare earths concessions in China talks - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.Episode transcripts: seekingalpha.com/wsbShow links:U.S. GDP contracts in Q1 as imports swell, price index jumpsPresident Trump says Q1 GDP actually rose when excluding importsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as judge upholds FDA removing Zepbound from shortages list. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Crypto stocks, BYND, CLF, and moreTrump set to unveil trade deal with UK on Thursday - reportAlphabet shares tumble as Apple exec expresses search concernsCostco reports a 7% increase in U.S. comparable sales despite a negative calendar effectSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55)  Show NotesDisney announces Abu Dhabi theme parkEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recording another gross profit quarter. (01:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, UPST, and moreTrump teases 'very, very big' announcement, says 'not necessarily' on tradeSuper Micro Computer projects $6B revenue for Q4 FY2025 with focus on AI and DLC solutionsAmazon's Zoox issues software recall, plans to scale up robotaxi productionSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)Show Notes Palantir gets big backing from Wall Street analystsBofA gets bullish on energyEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16) Rite Aid files for second Chapter 11 bankruptcy, plus job cuts. (03:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, F, and moreDoorDash to buy UK food delivery firm Deliveroo for $3.9BFord falls after pulling full-year guidance, warning of a $1.5B tariff hitIndia proposes zero-for-zero tariff deal on U.S. auto parts, steel - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer. (3:19)  Show Notes Equity ETFs are still hot despite market wavesEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50).Show Notes: Taiwan dollar surges amid global trade dramaTyson Foods backs full-year guidance as it skips any mention of tariff or economic pressuresStock index futures in red as investors brace for Fed's upcoming rate decisionEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of a new bear market? (3:56)Show Notes Earnings CalendarDividend RoundupEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP contraction and Fed tells (6:25). Palantir, Disney, Ford - next week's compelling earnings (10:35). Amazon's tariff kerfuffle (12:55).Episode transcripts: seekingalpha.com/wsbShow links: Apple shows resiliency in Q2 results, but tariffs weigh on stock: analystsMicrosoft Earnings Call TranscriptWhat analysts are saying about AmazonStarbucks tumbles as analysts push back the turnaround timelineUPS Q1 2025 Earnings Call TranscriptSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at Dallas airport. (01:45) WHO set to back use of weight loss drugs such as Zepbound (LLY), Wegovy (NVO) - report. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, AAPl, RDDT, and moreApple slips as China, Services weakness weigh; unveils $100B buyback, boosts dividendKey takeaways from Reddit's Q1 report, amid double-digit stock gainNvidia discusses concerns about Huawei's AI capability with US lawmakers - reportTrump signs order to end funding for NPR, PBSSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN. (2:56)  Show Notes Kohl’s CEO fired for causeEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Trump administration said to be investing $500M on developing universal vaccinesJapanese retail giant Seven & i opens books to Canadian suitor Couche-TardFord said to abandon effort to develop Tesla-like electronic brainSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)  Show NotesWells Fargo likes these utilities stocksHouse GOP looks for EV road taxEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SBUX, SMCI, and moreGeneral Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure riskFed's preferred inflation gauge expected to cool further in MarchStarbucks says behind the scenes its turnaround is brewing as it manages tariff riskSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)  Show Notes Morgan Stanley’s quality stocks to double down onHims & Hers soars on Wegovy dealEpisode transcripts: seekingalpha.com/wsb  Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NXPI, BP, and moreCanada election: Carney's Liberals win as Trump threats fuel party's comebackInvestors worry Big Oil firms could cut dividends, buybacks as crude prices slideSouthwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating modelSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)    Show Notes Chinese tea chain Chagee launches in U.S,